Financial Advisor | Atlanta, Georgia
Serving Clients Across Metro Atlanta and Nationwide
We help individuals and families make confident financial decisions through personalized planning and thoughtful investment management.
Based in Duluth, Georgia, we serve clients across Metro Atlanta and throughout the United States. Virtual consultations allow us to work with clients wherever they are and provide clear guidance through life’s most important financial moments.
Our Financial Planning Services
-
Retirement Income Planning
Retirement planning is about more than saving. It is about creating a reliable income strategy that supports the life you want to live. We help clients plan for retirement with a focus on long-term stability, tax awareness, and confidence through every stage.
-
Divorce Financial Planning
Divorce can bring complex financial decisions at an already difficult time. With experience in divorce financial planning, we help clients understand their options, help protect their interests, and plan for a secure financial future.
-
Estate and Inheritance Planning
Planning for the transfer of wealth requires careful coordination and long-term thinking. We work alongside legal and tax professionals to help clients prepare for estate, trust, and inheritance considerations with clarity and intention.
-
Investment Management and Education
Sound investment decisions start with understanding your options. We provide ongoing investment management paired with education, helping clients stay informed, disciplined, and aligned with their long-term goals.
Schedule a time for a complimentary consultation where we can learn more about your financial goals and answer any questions you may have. This will help us understand your situation and how we can best support you!
Why Work With David Cross
David Cross holds a Certified Portfolio Manager designation and is a Wealth Advisor with over three decades of experience guiding individuals, families, and businesses.
As a Certified Divorce Financial Analyst practitioner, he brings specialized insight to complex financial situations while maintaining a steady, client-focused approach.
David founded U.S. Asset Management in 2016 with a commitment to trust, transparency, and thoughtful guidance.
Who We Are
U.S. Asset Management was built on a foundation of integrity, clear communication, and client-focused service. We believe financial advice should be straightforward, fair, and tailored to your goals.
✔ Trust
✔ Fair costs
✔ Simplicity
✔ Frequent communication
Learn More On The Blog
-
Financial Survival After Divorce
-
Equitable Divorce Settlements
-
Do I Have Enough to Retire?